Financial Solutions Advisor – Registration Candidate

Bank of America

Financial Solutions Advisor guiding clients through investment and banking solutions at Bank of America. Building client relationships and obtaining necessary industry licenses during the role.

Posted 6/12/2026full-timePleasant Hill • California • 🇺🇸 United StatesMid-LevelSenior💰 $29 - $34 per hourWebsite

About the role

Key responsibilities & impact

Obtain Securities Industry licenses through dedicated classes
Build and manage client relationships
Deliver Bank of America’s core banking and investment solutions
Provide end-to-end comprehensive advice to clients
Collaborate with banking and investment partners

Requirements

What you’ll need

Aptitude in obtaining required industry licenses
Self-disciplined in managing time and capacity
Experience in cultivating client relationships
Success creating strong peer relationships through effective communication and collaboration
Results-driven mindset in a complex environment

Benefits

Comp & perks

Affordable, competitive and flexible benefits
Access to paid time off
Resources and support for employees
Career development through training and coaching

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

self-disciplinetime managementclient relationship cultivationeffective communicationcollaborationresults-driven mindset

Certifications

Securities Industry licenses